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MidAtlantic Capital Management’s American Electric Power AEP Stock Holding History

MidAtlantic Capital Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-68
Closed -$5.86K – 223
2024
Q1 		$5.86K Hold
68
– – 0.01% 218
2023
Q4 		$5.52K Buy
+68
New +$5.28K 0.01% 215

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MidAtlantic Capital Management's AEP Position: Q2 2024 in Review

MidAtlantic Capital Management sold out of American Electric Power (AEP) in Q2 2024, closing a stake of 68 shares — an estimated $5.86K sold.

MidAtlantic Capital Management first reported a position in AEP in Q4 2023 and held it in 2 quarters. The position peaked at $5.86K in Q1 2024. 1,422 funds tracked by Wall St. Rank hold AEP as of Q2 2024.

  • MidAtlantic Capital Management reported no remaining American Electric Power position as of Q2 2024 after selling out during the quarter.
  • MidAtlantic Capital Management sold 68 American Electric Power shares in Q2 2024, an estimated $5.86K.
  • MidAtlantic Capital Management first reported a position in American Electric Power in Q4 2023 and held it in 2 quarters.
  • MidAtlantic Capital Management's American Electric Power position peaked at $5.86K in Q1 2024.
  • 1,422 funds tracked by Wall St. Rank held American Electric Power as of Q2 2024.

Based on MidAtlantic Capital Management's 13F filing for Q2 2024, filed 8 Nov 2024.